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Financial Portfolio Manager

2 weeks ago


Cork, Cork, Ireland beBeeAccountant Full time €50,000 - €70,000
Job Summary

We seek a highly skilled and experienced professional to manage client portfolios and provide support to junior staff.

Key Responsibilities:
  • Manage client assets, ensuring timely and accurate service delivery.
  • Act as the primary point of contact for client queries and relationship management.
  • Ensure adherence to statutory requirements and regulatory compliance.
  • Review and verify work produced by junior team members for quality and accuracy.
  • Mentor and assist junior colleagues in their professional development.
  • Identify opportunities for process improvement within the team.
  • Contribute to the creation of proposals and presentations for new business initiatives.
  • Communicate challenges and suggestions for enhancement to senior management.